< Go Back

Get Dr. Stein's Article

The Issues of Later Life are Often Overlooked.

Awareness is Important.

Does Your Client Have Testamentary Capacity?

Mental health and memory Issues That Affect Estate Planning

Estate planners must be concerned about a client's competency to understand and adopt a particular plan, but most are not trained to do so. Dr. Stein’s article provides concrete suggestions for spotting behaviors or attitudes that may raise questions about a client’s capacity, and advice about how to react to warning signs of incapacity.

The full article covers:

  • The need for estate planning

  • Legal standards of capacity

  • The role of the estate planning professional

  • Observing areas of mental function

  • Referring clients for expert assessment

Fill out the form on our contact page to gain access to the full 10 page article:

Older Age can be Surprising.

Let's make it understandable.

blog archive 3.jpg